Insurtech
Trucordia connected its agency tools to cut manual data entry and free up staff time
By Insurance Wire Staff, . Insurance Wire.
Trucordia's Midwest office had a familiar problem: its tools did not talk to each other, so staff filled the gaps themselves. Some servicers tracked information in spreadsheets or on sticky notes. Moving data from email into client files meant typing it by hand, one request at a time.
The agency addressed this by deploying two Vertafore products: AMS360, an agency management system that connects core workflows, and AgencyOne, a platform designed to bring teams, partners, and Vertafore tools into one interface. Holly Sutherland, agency management coordinator at the Midwest office, described the before-and-after in practical terms.
What changed on the service floor
Once AgencyOne was in place, servicers gained customizable dashboards showing the information most relevant to their role. Staff handling renewals could see their daily task list alongside a 30-, 60-, or 90-day renewal pipeline without switching between systems.
"Having a customizable view of their day is helping them feel that they have power over their work," Sutherland said.
Tasks that previously required manual copying, such as pulling information out of an email and entering it into a client record, could be automated. Vendor integrations made data accessible across the platform rather than siloed in separate tools.
"Any time we can give back to our clients and give that personal touch, more interaction, more conversations, being able to provide better service, that makes a huge difference," Sutherland said. "Our employees try to put a lot into a small amount of time, so for them to be able to have even five minutes back in their day, over time that adds up."
Why the architecture matters
The more consequential part of the story may be how Trucordia structured the change. Every standalone tool an agency adds carries the risk of creating another workaround when it does not integrate cleanly with existing systems. By building on a platform designed to absorb new integrations and AI agents without disrupting existing connections, Trucordia is trying to avoid that cycle.
"Business needs change, technology changes," Sutherland said. "As you grow and you evolve, you have to also evolve and grow your systems to meet that need."
Trucordia layered AgencyOne on top of an existing AMS360 deployment rather than replacing its core system. Sutherland said the possibilities of new integrations are endless, suggesting the agency sees the platform as a foundation for future additions rather than a finished solution.
What to watch
The source reporting does not include figures on time saved, staff counts, or productivity gains, so the operational claims here rest on Sutherland's account rather than measured outcomes. Agencies evaluating similar moves may want to ask vendors for data on actual time recaptured per transaction, not just the capabilities a platform offers.
Trucordia's stated goal was to handle more work with existing staff and give servicers room to spend more time with clients. Whether that translates into a measurable retention or revenue advantage is not established by the reporting.
Source: https://www.insurancejournal.com/blogs/vertafore/2026/10/30/890680.htm
Insurance Wire provides news and information, not insurance, legal, or financial advice. Consult a qualified professional about your specific needs.